OpenAI plans to buy Google's AI chips as Oracle adds TPUs, while Malaysia seizes smuggled AI chips
Naver secured a $9bn AI infrastructure deal with Brookfield, AMD said it will invest $1bn in Meta, and SK Hynix posted another record profit. ASM International raised its 2027 revenue target by about 24%, while Malaysian customs seized AI chips at an airport and San Diego moved to delay the NAVWAR data center plan.
News +0.66Market no trading session in this window: the score is the news reading
Key notes
OpenAI turns to Google chips
OpenAI, a longtime Nvidia customer, plans to buy Google's AI chips, The Information reported. Reuters, Yahoo Finance and others carried the report; bloomingbit framed it as a move to reduce Nvidia dependence.
Naver secured a $9bn AI infrastructure deal with Brookfield, Businesskorea reported. Elsewhere in Korea, Hanwha affiliates are seeking KRW 627bn for a 45 MW AI data centre in Changwon.
AMD plans to invest $1bn in Meta as the two expand their AI infrastructure partnership. HPCwire said AMD detailed the collaboration, and Investing.com reported AMD stock rallied on the expanded deal.
ASM International raised its 2027 revenue target by about 24% and expects to hit its 2030 goals three years early. Reuters reported the company expects fourth-quarter sales above forecasts.
Microsoft offered buyouts to 60,000 employees to manage AI infrastructure costs, Yahoo Finance reported. It is the window's main cost-cutting signal from a hyperscaler.
Galaxy's 526 MW lease to CoreWeave anchors a 5.7 GW power pipeline, TradingView reported. Separately, Baker Hughes won a 1.1 GW power and cooling order for an AI data center.
Data centers · 49 storiesSites, colocation, cooling, capacity leases.Naver-Brookfield deal and a 1.1 GW Baker Hughes order lead site newsKorean projects drew new capital while local opposition to data centers grew in the US. Oakley planners approved a ban and backlash became a midterm election issue.AI data center power in today's deals and plansBaker Hughes' 1.1 GW power-and-cooling order and CoreWeave's 526 MW lease are committed, while the 400 MW NAVWAR plan (now facing a city delay) and Hanwha's 45 MW Changwon site are still queued, so color marks status; CoreWeave's 5.7 GW pipeline is left off the scale.Naver secured a $9bn AI infrastructure deal with Brookfield.BusinesskoreaHanwha affiliates are seeking KRW 627bn for a 45 MW AI data centre in Changwon.TelecompaperBaker Hughes won a 1.1 GW power and cooling order for an AI data center.StreetInsiderOpen 49 stories →
Hyperscalers · 12 storiesCapex, power procurement, model-capacity deals.Oracle adds Google TPUs and Cerebras chips; Microsoft offers buyoutsOracle said its AI infrastructure is sold out through 2028 as it adds Google TPUs and plans to offer Cerebras chips from 2027. Microsoft offered buyouts to 60,000 employees to manage AI infrastructure costs.Hyperscalers, indexed over the last 10 sessionsClosing prices on each company's home exchange, indexed to 100 at the first session shown, for the 5 hyperscalers that moved most over the window.Google and Oracle are partnering to bring Google TPUs to Oracle Cloud Infrastructure, and Oracle says its AI infrastructure is sold out through 2028.Google CloudBigGo FinanceOracle will offer Cerebras AI chips on its cloud starting in 2027.QuartzMicrosoft offered buyouts to 60,000 employees to manage AI infrastructure costs.Yahoo FinanceOpen 12 stories →
Semiconductors · 57 storiesAccelerators, memory, foundry, packaging.OpenAI plans Google chip purchases; Malaysia seizes AI chips at airportThe Information's report on OpenAI buying Google's AI chips was carried by more than a dozen outlets. Reuters also reported that China's CXMT will start advanced AI memory production despite poor yields.Chipmakers this window, by move8 of 8 tracked chipmakers rose over the window; the change is close to close on each company's home exchange, in its own currency.OpenAI, a longtime Nvidia customer, plans to buy Google's AI chips, The Information reported.The InformationReutersMalaysian customs seized AI chips at an airport, Reuters and Investing.com reported.ReutersInvesting.comChina's CXMT is to start advanced AI memory production despite poor yields, sources told Reuters.ReutersOpen 57 stories →
Semi equipment · 10 storiesLithography, deposition, etch, test, export rules.ASM International lifts its 2027 target by about 24%ASM expects to reach its 2030 goals three years early. Teradyne and Corning reported profit gains on AI-related demand.Toolmakers from window open to close0 of 5 tracked toolmakers closed the window above where they opened it; each line is one company's close, indexed to 100 at the open.ASM International raised its 2027 revenue target by about 24% and expects to hit its 2030 goals three years ahead of schedule.MoomooReutersTeradyne's revenue and profit rose on semiconductor test growth, WSJ reported.WSJCorning's profit surged on AI demand, WSJ reported.WSJOpen 10 stories →
New research
Efficiency papers dominate as agents tune GPU kernels and low-precision training speeds up
Rutgers and UMass Amherst reported +20.6% on five agent benchmarks with metacognitive decoding for diffusion language agents, and the MuonGS optimizer showed +15% on validation perplexity at 160M–1B MoE scale. Google DeepMind reported a 1.3× gain for INT8 training on TPU v5p, and Meta AI trained 849 models to derive scaling laws for tool-use agents. UC Berkeley's Evolving Agent Teams, with 1.2× on FlashInfer-Bench, was the only paper to release code; the rest released nothing yet.
Which fields movedpapers today ● vs 30-edition average ○
02356.6 papers
How open was it
Weights released0 / 8
Code released1 / 8
Who published2 lab · 0 mixed · 6 academic
Reported gains today, as multiples
3 of 8 kept papers report their headline result as a speed-up multiple; papers reporting in other units are not put on this axis.
The papers · headline result, scale, what was released
AI + Energy & Sustainability
Frontier AI power on the record, by country8 rows · 1 source
Stated power capacity summed across the frontier sites Epoch AI records in each country — where the grid load of the build-out actually sits.Epoch AI · Frontier Data Centers Hub
What today covered · topic by region7 of 17 stories carry a region
2 charts built from 4 stated figures across 17 stories, the first planned by the composer from the record. Also had the data for when the energy stories landed, pressure and relief by topic. Held back: power committed in deals that state a figure (only 2 deals state committed capacity — a bar needs 3); power disclosed per edition · last 7 (only 2 of the last 7 editions put a number on it); other figures on the record today (only 2 other figures on the record — the card needs 3).